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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,679 | $113,338+80.6% | $94,993+115.5% | $147,586+38.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 19.33% | 20.80%-1.5pp | 27.14%-7.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $906 | $3,160-71.3% | $2,603-65.2% | $4,876-81.4% |
| Participant deferral / active EE | $4,127 | $3,777+9.3% | $3,317+24.4% | $5,439-24.1% |
| Admin fee / account holder | $6,365 | $6,063+5.0% | $4,960+28.3% | $10,886-41.5% |